Holdings in UTG
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$841,340 |
23,000 |
0.0%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$911,260 |
23,000 |
+15.0%
|
Shares |
Sole |
2025-11-14 |
| 2025-06-30 |
$723,600 |
20,000 |
+30.8%
|
Shares |
Sole |
2025-08-14 |
| 2022-09-30 |
$416,363 |
15,285 |
0.0%
|
Shares |
Sole |
2022-11-14 |
| 2022-06-30 |
$473,835 |
15,285 |
-76.7%
|
Shares |
Sole |
2022-08-15 |
| 2020-09-30 |
$2,051,779 |
65,573 |
-44.6%
|
Shares |
Sole |
2020-11-16 |
| 2020-06-30 |
$3,569,931 |
118,288 |
-24.3%
|
Shares |
Sole |
2020-08-14 |
| 2020-03-31 |
$4,492,216 |
156,251 |
—
|
Shares |
Sole |
2020-05-15 |
